Find out more about our current investment opportunities
Find out more about our current investment opportunities

Find out more about our current investment opportunities






STRONGHOLD PRECINCTS Property Fund

The Stronghold Precincts Property Fund is a multi-asset open-ended wholesale fund which invests in direct property (real property), indirect property (unlisted property trusts which invest in real property), and a percentage of liquid investments (ASX listed A-REITs and cash deposits).

  • Fund
    Status

    Open

  • Application
    Price

    $1.1399

  • Income
    Distribution

    Monthly

  • Portfolio
    Value

    $33M

Fund Objective

The objective of Stronghold Precincts Property Fund is to generate recurring and sustainable monthly income with potential for capital growth for its investors.

Key Benefits

  • Long term, sustainable investment vehicle
  • High quality, multi-asset portfolio
  • Diverse and established tenancy mix
  • Quarterly redemptions
  • Targeting strategic locations across SEQ for growth

Fund Summary

    • Fund Structure
      A multi-asset, open-ended unlisted property fund

  • Target Gearing Range
    35-45%
  • Minimum Investment
    $25,000
  • Unit Pricing
    Monthly
  • Applications
    Monthly
  • Recommended Minimum Investment Term
    5yrs
  • Distributions
    Paid monthly
  • Withdrawals
    Processed quarterly1


OFFER OPEN TO WHOLESALE INVESTORS ONLY

1 Limited liquidity facility. This summary provides outline information for the Stronghold Precincts Property Fund. Accordingly,
this summary should be read in conjunction with the Information Memorandum and should not be relied upon as an independent source of information.
This summary is intended to provide general information only and has been prepared by Foundation Funds Management Limited ACN 623 977 122, AFSL 508424* (“we”),
without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider
the appropriateness of this information having regard to their personal circumstances. We recommend investors obtain financial advice specific to their
situation before making any financial investment decision. We do not warrant or represent that the information contained on this website is complete,
accurate or verified. Any forecast, projection or statement of opinion is not a representation or warranty as to future matters. Past performance is not a
reliable indicator of future performance. To the fullest extent permitted by law, we and our Authorised Representatives expressly disclaim all liability to
investors for any loss arising from any representation or warranty, express or implied, contained in information on this summary. Please also refer to the
information/disclaimers contained in the Information Memorandum regarding the issue of Units in the Stronghold Precincts Property Fund.

A STRONG VISION FOR INVESTMENT RETURN

A STRONG VISION FOR INVESTMENT RETURN

The concept of the unlisted trust gives me access to a larger class of assets and the returns they deliver on a regular basis outweigh what I could achieve investing myself.

The realisation of a recent asset is further testament to their ability to provide strong returns to their clients.

The team at Stronghold are easy to deal with and above all, come across as well informed and genuine.

I have found them to be a great partner to work with

Darren S

WHO WE ARE

The Stronghold Precincts Property Fund is a unique, open-ended investment opportunity that specialises in quality commercial assets located in strategic suburban growth areas. The Fund is the latest evolution from property investment and advisory firm, Stronghold. Established in 2013 with a single fund, Stronghold has grown to now manage or co-manage 10 closed-ended trusts and one open fund with a combined value of over $220 million in commercial property assets.

We’ve achieved a lot since 2013. With our strong track record and our proven expertise, we have created this open-ended Fund for a very specific reason. We wanted to extend our specialised investment offering to a broader range of investors in a way that was more flexible and more sustainable.

From the very start, the strategy behind Stronghold Precincts Property Fund has been to acquire assets to create high-yielding suburban business precincts across south-east Queensland. The success of our multi-tenanted business park assets can be measured in both sustainable investor returns, and in the revitalisation of suburban communities and the amenities they offer to people who live and work in them.

Now, this open-ended Fund gives SMSF investors, financial planners, wealth advisors and family offices or trustees the opportunity to access flexible and high-yield returns from an exceptional portfolio of commercial property assets. It’s the same expertise, the same winning formula and the same experienced, high-calibre team all working to drive successful returns for our investors.

What Sets Stronghold Apart

Our strategy, approach and vision are underpinned by five key pillars.
Our commitment to these pillars is what has delivered strong, stable
investment growth since 2013.

A STRONG COMMITMENT TO INVESTMENT RETURN

  • stronghold-aprt
    Specialisation

    We stick to what we know. That’s why we’re so good at it.

    Commercial business
    precincts are what we
    specialise in. Our team’s
    experience in this niche
    market over the last 35
    years means we have the
    knowledge, the experience
    and the winning formula to
    achieve excellent investment
    outcomes.

  • stronghold-aprt
    Quality & Sustainability

    A quality approach
    that’s focused on
    delivering long-term,
    sustainable income for
    our investors.

    We acquire high-quality assets
    in strategic growth areas,
    manage them with excellence,
    and keep them maintained
    to a high standard. This is
    the Stronghold strategic
    advantage that creates a
    sustainable, resilient portfolio
    with intergenerational
    benefits.

  • stronghold-aprt
    Complete Alignment

    We don’t just manage
    the Fund. We’re also
    invested in it.

    Our fee structure is
    deliberately transparent
    and directly aligned to the
    cash distributions we pay
    our investors. We’re strongly
    motivated to keep tenancy
    rates high because we see
    ourselves as your investment
    partners who are just as
    committed to sustainable
    returns as you are.

  • stronghold-aprt
    Connected Management

    A brilliant combination
    of responsive
    management and
    flexible leasing.

    Our vertically integrated
    management approach is
    proudly personal and handson, so we’re closely connected
    with our investors and tenants
    alike. And our multi-asset
    portfolio consists of flexibly
    designed buildings so that
    we can attract and retain a
    quality tenancy mix.

  • stronghold-aprt
    Community

    What we’re most proud
    of is the way we’re
    evolving communities.

    Our investment in strategically
    located commercial
    precincts outside the CBD
    is designed to revitalise
    suburban communities.
    Your investment in the
    Fund will help contribute to
    local employment, enhance
    connectivity, amenity and
    lifestyle options, and reduce
    the environmental footprint in
    these suburban business hubs.

A STRONG TRACK RECORD OF SUCCESS

Portfolio Attributes

  • Properties

    3

  • Purchase Wale

    3.5YRS

  • Occupancy

    94%

  • Gearing

    49%


Properties Portfolio

  • properties-portfolio

    33 Brandl Street,
    Eight Mile Plains QLD

    Net lettable area2,524m2
    Occupancy84%
    Purchase Wale2.2yrs
  • properties-portfolio

    3 Hi-Tech Court,
    Eight Mile Plains QLD

    Net lettable area2,507m2
    Occupancy100%
    Purchase Wale5.4yrs
  • properties-portfolio

    4 Clunies Ross Court,
    Eight Mile Plains

    Net lettable area1,813m2
    Occupancy100%
    Purchase Wale3.4yrs
  • properties-portfolio

    7 Hi-Tech Court,
    Eight Mile Plains

    Net lettable area1,549m2
    Occupancy100%
    Purchase Wale3.8yrs

  • 33 Brandl Street,
    Eight Mile Plains QLD

    Net lettable area2,524m2
    Occupancy84%
    Purchase Wale2.2yrs
  • 3 Hi-Tech Court,
    Eight Mile Plains QLD

    Net lettable area2,507m2
    Occupancy100%
    Purchase Wale5.4yrs
  • 4 Clunies Ross Court,
    Eight Mile Plains

    Net lettable area1,813m2
    Occupancy100%
    Purchase Wale3.4yrs
  • 7 Hi-Tech Court,
    Eight Mile Plains

    Net lettable area1,549m2
    Occupancy100%
    Purchase Wale3.8yrs
  • A STRONG AND EXPERIENCED TEAM

    Meet the Team

    As leaders and advocates for the industry within the Australian property market, our team’s exceptional experience profile includes: property finance, funds management, property valuation, agency and advisory, due diligence, development, construction, and commercial property management.

    THE INVESTMENT COMMITTEE

    THE STRONGHOLD TEAM


    • BRUCE ANDERSON
      HEAD OF FUNDS MANAGEMENT

    • KIRSTY HEYMINK
      HEAD OF ASSET MANAGEMENT

    • LORENZO PARENTI
      Compliance Office / Financial Controller

    • STUART SMALL
      BDM/INVESTOR RELATIONS

    • TIM DUNSDON
      FUND MANAGER

    News and Media

    Stronghold fund expects SMSF backing for suburban office deals

    Feb 11, 2020 | Larry Schlesinger

    With a yield of 7 per cent, Brisbane fund manager Stronghold expects self-managed super….

    Stronghold launches its first open ended fund

    October 8, 2019 Darin Tyson-Chan

    Specialist commercial property manager Stronghold Investment Management launched its first open ended fund…

    Stronghold launches open-ended fund

    8 OCT 2019 | HARRISON WORLEY

    Commercial property fund manager Stronghold has launched its first open-ended property fund…

    Stronghold launches commercial property fund

    8 October 2019 | Oksana Patron

    Commercial property funds management firm, Stronghold, has launched its suburban commercial property fund…

    Stronghold fund taps into suburban business parks

    Oct 7, 2019 | Larry Schlesinger

    A Brisbane fund manager is looking to tap into the growing appetite for higher yielding suburban commercial property, with a new fund…

    FOR MORE INFORMATION PLEASE CONTACT

    Bruce Anderson

    Head of Funds Management

    STUART SMALL

    BDM/INVESTOR RELATIONS
    Enquire Now
    Terms and Conditions

    If you are an Australian Investor and you request the Information Memorandum (IM) for the Stronghold Precincts Property Fund you represent and warrant to the Trustee and the Manager that you are, and at all times will be a “Wholesale Investor” as that term is defined in the Corporations Act.

    You acknowledge that the IM will be provided to you on a strictly confidential basis solely for your personal and/or adviser use. You undertake not to provide the IM to any other party without the written consent of the Manager, which may be withheld in its absolute discretion.

    NOT SURE YOU QUALIFY AS A WHOLESALE INVESTOR?
    FIND OUT NOW
    [Only applicable to Australian investors]

    DOWNLOAD THE INVESTMENT SUMMARY

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